Titelia

Holdings of Handelsbanken Global Dynamisk Strategi

Handelsbanken Fonder AB ·102 declared positions · as of Mar 31, 2026

Original filing · Net assets 2.1B SEK · Ten largest lines: 32.4 % of the equity sleeve

Sector breakdown

  • Technology 26.7 %
  • Financials 12.9 %
  • Consumer discretionary 10.0 %
  • Industrials 7.5 %
  • Communication 6.9 %
  • Health care 5.4 %
  • Consumer staples 2.7 %
  • Materials 0.7 %
  • Unattributed 27.1 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • SEK 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 57.1 %
  • SE 16.0 %
  • JP 5.7 %
  • GB 2.9 %
  • DK 2.8 %
  • CA 2.7 %
  • CH 2.0 %
  • AU 1.8 %
  • FI 1.8 %
  • NL 1.6 %
  • DE 1.3 %
  • IT 1.3 %
  • Other countries 3.0 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US53398M SEK57.12 %
SE10111.5M SEK16.01 %
JP1039.9M SEK5.72 %
GB320.1M SEK2.88 %
DK419.3M SEK2.77 %
CA618.8M SEK2.70 %
CH213.9M SEK2.00 %
AU212.5M SEK1.79 %
FI212.4M SEK1.78 %
NL311.1M SEK1.59 %
DE29.3M SEK1.34 %
IT19.2M SEK1.31 %

Positions

CompanySharesValueWeight
Microsoft Corp 10,11835.7M SEK1.73 %
Apple Inc 12,61230.5M SEK1.48 %
NVIDIA Corp 15,27325.4M SEK1.23 %
Alphabet Inc 7,96921.8M SEK1.06 %
Amazon.com Inc 10,66421.2M SEK1.02 %
Volvo AB 66,57520.3M SEK0.98 %
Sandvik AB 55,82420M SEK0.97 %
Broadcom Inc 5,97417.6M SEK0.85 %
JPMorgan Chase & Co 6,08017M SEK0.82 %
Atlas Copco AB 100,26816.4M SEK0.79 %
Meta Platforms Inc 2,45613.4M SEK0.65 %
Hexagon AB 142,09612.8M SEK0.62 %
Marsh & McLennan Cos Inc 7,61812.6M SEK0.61 %
Assa Abloy AB 35,35311.9M SEK0.58 %
PNC Financial Services Group Inc/The 5,84011.6M SEK0.56 %
General Mills, Inc. 31,69111.2M SEK0.54 %
AstraZeneca PLC 5,84110.8M SEK0.52 %
Nordea Bank Abp 65,49310.5M SEK0.51 %
Telefonaktiebolaget LM Ericsson 99,07710.5M SEK0.51 %
Alphabet Inc 3,5859.8M SEK0.47 %
Terna - Rete Elettrica Nazionale 84,5759.2M SEK0.44 %
Svenska Handelsbanken AB 74,4059.2M SEK0.44 %
State Street Corp 7,5929.2M SEK0.44 %
Geberit AG 1,3568.6M SEK0.41 %
Novonesis Novozymes B 15,0778.5M SEK0.41 %
Stockland 283,0198M SEK0.39 %
KKR & Co Inc 9,0127.9M SEK0.38 %
Keurig Dr Pepper Inc 30,9687.8M SEK0.38 %
Toyota Motor Corp. 38,2007.2M SEK0.35 %
KDDI Corp 43,8007.1M SEK0.35 %
Rockwell Automation Inc 2,0417M SEK0.34 %
Texas Instruments Inc 3,7727M SEK0.34 %
Beiersdorf AG 8,2126.9M SEK0.33 %
UnitedHealth Group Inc 2,6676.9M SEK0.33 %
Danaher Corp 3,6736.6M SEK0.32 %
Barclays PLC 122,8686M SEK0.29 %
Banco Santander SA 57,0255.9M SEK0.29 %
Intuit Inc 1,4405.9M SEK0.29 %
Astellas Pharma Inc 37,4675.7M SEK0.27 %
KBC Group NV 4,7045.4M SEK0.26 %
Cie Financiere Richemont SA 3,2705.4M SEK0.26 %
Salesforce Inc 2,9805.3M SEK0.26 %
HKT Trust & HKT Ltd 347,0005.2M SEK0.25 %
Swedbank AB 15,5265M SEK0.24 %
McCormick & Co Inc/MD 10,1454.9M SEK0.24 %
Adobe Inc 2,0764.8M SEK0.23 %
Lam Research Corp 2,3164.7M SEK0.23 %
Applied Materials Inc 1,4474.7M SEK0.23 %
Genmab A/S 1,8554.7M SEK0.23 %
Agnico Eagle Mines Ltd 2,4004.6M SEK0.22 %
ServiceNow Inc 4,6264.6M SEK0.22 %
Dexus 117,5784.5M SEK0.22 %
Ono Pharmaceutical Co Ltd 28,5004.3M SEK0.21 %
Dassault Systemes SE 22,5154.3M SEK0.21 %
ASML Holding NV 3474.3M SEK0.21 %
Oracle Corp 3,0324.2M SEK0.21 %
Mettler-Toledo International Inc 3534.2M SEK0.21 %
Royal Caribbean Cruises Ltd 1,5844.2M SEK0.20 %
Target Corp 3,5894.1M SEK0.20 %
National Bank of Canada 3,3004.1M SEK0.20 %
Northern Trust Corp 3,0224M SEK0.19 %
Micron Technology Inc 1,2334M SEK0.19 %
Vertex Pharmaceuticals Inc 9063.9M SEK0.19 %
Prudential Financial, Inc. 3,8573.6M SEK0.17 %
Chugai Pharmaceutical Co Ltd 6,9003.6M SEK0.17 %
Stellantis NV 52,7983.5M SEK0.17 %
Sun Life Financial Inc 5,9003.5M SEK0.17 %
Mizuho Financial Group Inc 9,6003.5M SEK0.17 %
DSV A/S 1,5413.5M SEK0.17 %
Trane Technologies PLC 8673.4M SEK0.17 %
Netflix Inc 3,6603.4M SEK0.16 %
NXP Semiconductors NV 1,7733.3M SEK0.16 %
Kingfisher PLC 92,4423.3M SEK0.16 %
Fairfax Financial Holdings Ltd 2003.2M SEK0.16 %
Workday Inc 2,5383.1M SEK0.15 %
West Pharmaceutical Services Inc 1,2923.1M SEK0.15 %
Aeon Co Ltd 27,3003.1M SEK0.15 %
Synchrony Financial 4,7233.1M SEK0.15 %
Nibe Industrier AB 78,8963M SEK0.15 %
MercadoLibre Inc 1833M SEK0.15 %
Dover Corp 1,4622.9M SEK0.14 %
Regions Financial Corp 11,5352.9M SEK0.14 %
Advanced Micro Devices Inc 1,4742.9M SEK0.14 %
Autodesk Inc 1,2502.9M SEK0.14 %
Daiichi Sankyo Co Ltd 16,9002.8M SEK0.14 %
Waters Corp 9772.8M SEK0.13 %
Novo Nordisk A/S 8,0052.7M SEK0.13 %
Xylem Inc/NY 2,3012.6M SEK0.13 %
EQT AB 8,8222.5M SEK0.12 %
AppLovin Corp 6642.5M SEK0.12 %
Siemens Energy AG 1,5502.4M SEK0.12 %
Fidelity National Information Services Inc 5,3662.4M SEK0.12 %
Robinhood Markets Inc 3,5292.3M SEK0.11 %
NetApp Inc 2,1762.1M SEK0.10 %
Vertiv Holdings Co 8812.1M SEK0.10 %
Shopify Inc 1,8002M SEK0.10 %
Marvell Technology Inc 2,0081.9M SEK0.09 %
Nokia Oyj 24,9411.9M SEK0.09 %
Carvana Co 4721.4M SEK0.07 %
Celestica Inc 5001.3M SEK0.06 %